Azure Commercial - Search News

Microsoft, Wall Street and Azure

Here's what Wall Street expects when it comes to Microsoft's Azure growth

Wall Street is somewhat divided about whether Microsoft's Azure growth rate is about to reignite. The FactSet consensus implies more muted expectations. Analysts on average are looking for 38% March-quarter growth in constant currency,

· 1d · on MSN

Microsoft tops Wall Street expectations, reports accelerating Azure growth and $37B AI run rate

· 1d · on MSN

Microsoft tops revenue and earnings estimates, Azure revenue grows 40%

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Microsoft expects headcount to decrease in coming quarters

Microsoft expects headcount to decrease in coming quarters, CFO Amy Hood said during an earnings conference call with analysts on Wednesday.

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Microsoft's stock ekes out a gain in the extended session

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Microsoft calls for $190 billion in 2026 capital spending on soaring memory prices

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Microsoft's stock falls in the wake of an earnings beat

The company topped March-quarter profit expectations with its $4.27 in earnings per share, up 23% from a year before.

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Microsoft's stock declines into earnings

· 6h

Microsoft's stock erases losses after these earnings comments

ZDNet

Microsoft's Q3: Azure, commercial cloud strong, but earnings, revenue light

Microsoft's third quarter was light relative to expectations, but the company said Azure delivered strong results and its commercial cloud business is on a $10 billion annual revenue run rate. The company reported earnings of $3.8 billion, or 47 cents a ...

ecommercetimes

Windows Azure Graduates Into the Commercial World

Following a month of testing at no cost to customers, Microsoft’s Windows Azure platform will become a paid service on Monday. The Azure platform is a set of cloud computing services that can be used together or independently on a pay-per-use basis.

Hosted on MSN

Azure's 39% revenue surge underscores AI-driven demand

Microsoft reported a 39% year-over-year jump in Azure and other cloud services revenue in fiscal Q2 2026, driven by strong AI-related demand and a $625 billion commercial backlog. The surge comes amid rising capital expenditures to expand cloud and AI ...

ZDNet

Microsoft commercial cloud, Azure vs. Amazon Web Services is nice storyline, but misguided comparison

One storyline following earnings from Microsoft and Amazon revolved around pitting Azure vs. Amazon Web Services, but the comparison falls apart based on product portfolio. Why? First, Microsoft's commercial cloud and AWS are apples and oranges. Second ...